Alta Wealth Advisors LLC Portfolio Holdings

Alta Wealth Advisors LLC

  • $276 Million
  • Q3 2025

Alta Wealth Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $276 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $33.6M, Spdr Portfolio S&P 500 Value E with a value of $31M, Spdr Portfolio with a value of $14.9M, Nvidia Corp with a value of $13.3M, and Apple Inc. with a value of $8.98M.

Examining the 13F form we can see an increase of $63.8M in the current position value, from $212M to 276M.

Below you can find more details about Alta Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
ETFs: $158 Million
Technology: $57.2 Million
Healthcare: $16.9 Million
Financial Services: $14.1 Million
Communication Services: $10.1 Million
Consumer Cyclical: $7.7 Million
Consumer Defensive: $6.24 Million
Industrials: $2.81 Million
Other: $2.41 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$13.3 Million 4.81% of portfolio
71,073
Q3 2025 Reduced 0.64%
$4.3T
$8.98 Million 3.26% of portfolio
35,263
Q3 2025 Reduced 0.03%
$275M
$6.57 Million 2.38% of portfolio
1,409,160
Q3 2025 New
$3.78T
$5.78 Million 2.1% of portfolio
11,160
Q3 2025 Reduced 1.79%
$1.37T
$4.86 Million 1.76% of portfolio
6,616
Q3 2025 Reduced 2.07%
$881B
$4.2 Million 1.53% of portfolio
13,326
Q3 2025 Reduced 2.17%
$404B
$4.05 Million 1.47% of portfolio
4,377
Q3 2025 Reduced 3.8%
$1.65T
$4 Million 1.45% of portfolio
16,453
Q3 2025 Reduced 4.55%
$2.39T
$3.82 Million 1.39% of portfolio
17,415
Q3 2025 Reduced 4.09%
$662B
$3.35 Million 1.22% of portfolio
6,670
Q3 2025 Reduced 4.33%
$174B
$2.86 Million 1.04% of portfolio
19,250
Q3 2025 Reduced 0.46%
$163B
$2.8 Million 1.02% of portfolio
3,901
Q3 2025 New
$1.29T
$2.26 Million 0.82% of portfolio
5,072
Q3 2025 Added 0.18%
$161B
$2.07 Million 0.75% of portfolio
1,919
Q2 2025 Added 4.24%
$971B
$1.94 Million 0.7% of portfolio
2,541
Q3 2025 Reduced 17.04%
$21.2B
$1.87 Million 0.68% of portfolio
12,834
Q3 2025 New
$22.2B
$1.74 Million 0.63% of portfolio
65,969
Q3 2025 New
$4.71B
$1.63 Million 0.59% of portfolio
86,258
Q3 2025 New
$61.4B
$1.57 Million 0.57% of portfolio
7,706
Q3 2025 Reduced 2.78%
$279B
$1.51 Million 0.55% of portfolio
14,644
Q3 2025 Reduced 1.28%
$23.2B
$1.39 Million 0.51% of portfolio
16,445
Q3 2025 Reduced 0.23%
$26.1B
$1.37 Million 0.5% of portfolio
7,226
Q3 2025 New
$156B
$1.37 Million 0.5% of portfolio
12,365
Q3 2025 Reduced 0.59%
$593B
$1.37 Million 0.5% of portfolio
4,887
Q3 2025 Added 27.97%
$533B
$1.23 Million 0.45% of portfolio
3,605
Q3 2025 Reduced 6.39%
$181B
$1.18 Million 0.43% of portfolio
12,031
Q3 2025 New
$140B
$1.08 Million 0.39% of portfolio
4,292
Q3 2025 Reduced 5.71%
$71.6B
$1.04 Million 0.38% of portfolio
15,534
Q3 2025 Reduced 14.75%
$102B
$1.01 Million 0.37% of portfolio
7,076
Q3 2025 New
$16.2B
$1.02 Million 0.37% of portfolio
13,937
Q3 2025 New
$1.91B
$1 Million 0.36% of portfolio
62,260
Q3 2025 New
$21.1B
$951,000 0.35% of portfolio
11,536
Q3 2025 New
$86.4B
$902,000 0.33% of portfolio
2,569
Q3 2025 New
$19.9B
$829,000 0.3% of portfolio
1,716
Q3 2025 Added 7.86%
$328B
$774,000 0.28% of portfolio
2,573
Q3 2025 New
$266B
$751,000 0.27% of portfolio
2,664
Q3 2025 Added 60.1%
$79.6B
$751,000 0.27% of portfolio
6,070
Q3 2025 Reduced 0.38%
$388B
$710,000 0.26% of portfolio
4,392
Q3 2025 Reduced 0.05%
$1.46T
$653,000 0.24% of portfolio
2,341
Q3 2025 Added 54.11%
$490B
$646,000 0.23% of portfolio
5,731
Q3 2025 Reduced 2.9%
$111B
$625,000 0.23% of portfolio
1,596
Q3 2025 Reduced 10.94%
$268B
$626,000 0.23% of portfolio
3,745
Q3 2025 New
$50.2B
$623,000 0.23% of portfolio
845
Q3 2025 New
$74.3B
$562,000 0.2% of portfolio
1,000
Q1 2022 New
$1.74T
$541,000 0.2% of portfolio
2,222
Q2 2025 Added 1.97%
$182B
$559,000 0.2% of portfolio
819
Q3 2025 Added 24.47%
$82.2B
$518,000 0.19% of portfolio
2,301
Q3 2025 New
$73.7B
$531,000 0.19% of portfolio
6,319
Q3 2025 New
$115B
$492,000 0.18% of portfolio
1,005
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $276 Million
  • Prior Value $212 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 50 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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